On-Demand Events
Pensions and IHT update - guiding clients through the IHT maze
23 Jul 25 90 min watch
Pensions and IHT Consultations
The highly-anticipated consultation response and draft legislation has now been issued, so we’ve taken the next step forward in getting a clearer idea on the landscape for pensions and IHT from April 27.
Les Cameron (Head of Technical, M&G Wealth)
Neil Mcacleod (Senior Technical Manager, M&G Wealth)
They look at how the goverments response to the October 2024 consultation and consider the draft Finance Bill clauses.
90 minute video (approximately) I Structured CPD accredited by CII
Learning outcomes
By the end of this session, you will be able to:
- Describe the current pensions and IHT landscape.
- Identify clients impacted by the changes to pensions and IHT.
Download the slides The Q&A started at 50 minutes (too many to write down here!)
Claiming your CPD
To claim your CPD certificate, test your knowledge with the questions below.
Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below
1. The primary responsibility for payig IHT on pension assets form April 2027 lies with?
A. Beneficiaries
B. Personal Representatives
C. Pension Scheme Administrators
D. Pension Scheme Trustees
2. From April 2027 Death in Service pension payments will be?
A. Exempt regardless of beneficiary
B. Only exempt if paid to spouse
C. Only exempt if paid to charity
D. Included in the estate
3. How many steps are in the new pension and IHT process?
A. Two
B. Three
C. Four
D. Five
1. The primary responsibility for payig IHT on pension assets form April 2027 lies with?
A. Beneficiaries
B. Personal Representatives
C. Pension Scheme Administrators
D. Pension Scheme Trustees
2. From April 2027 Death in Service pension payments will be?
A. Exempt regardless of beneficiary
B. Only exempt if paid to spouse
C. Only exempt if paid to charity
D. Included in the estate
3. How many steps are in the new pension and IHT process?
A. Two
B. Three
C. Four
D. Five
Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk
Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.
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